See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,754 | $65,561-68.3% | $86,188-75.9% | $75,163-72.4% |
| Participation rate | 18.6% | 60.5%-41.8pp | 69.0%-50.3pp | 67.2%-48.5pp |
| Annual return | 23.72% | 46.05%-22.3pp | 1168.45%-1144.7pp | 160.62%-136.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,814 | $3,024-40.0% | $3,985-54.5% | $4,125-56.0% |
| Admin fee / account holder | $614 | $5,474-88.8% | $6,852-91.0% | $5,651-89.1% |